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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

Edge Computing

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1226	Empirical Wealth Management Seattle, Washington	$69.6M	+$8.26M	10	3.65%	Increased
1227	ARS Investment Partners New York	$69.5M	-$10M	7	9.56%	Reduced
1228	Stack Financial Management Whitefish, Montana	$69.5M	+$529K	1	7.29%	Increased
1229	Weatherly Asset Management Del Mar, California	$69.5M	-$401K	6	9.99%	Reduced
1230	11 Capital Partners Darien, Connecticut	$69.4M	-$14.5M	3	32.05%	Reduced
1231	Transcend Capital Advisors Madison, New Jersey	$69.3M	+$2.79M	9	7.66%	Increased
1232	Tremblant Capital Group West Palm Beach, Florida	$68.9M	-$9.19M	1	4.18%	Reduced
1233	CWA Asset Management Group Naples, Florida	$68.8M	-$1.56M	6	6.64%	Reduced
1234	Lyell Wealth Management Menlo Park, California	$68.7M	+$1.33M	8	11.69%	Increased
1235	Brandes Investment Partners La Jolla, California	$68.3M	+$29.4M	5	1.79%	Increased
1236	Robertson Stephens Wealth Management San Francisco, California	$67.9M	+$163K	9	7.09%	Increased
1237	FRG Family Wealth Advisors Bellevue, Washington	$67.9M	+$520K	5	16.77%	Increased
1238	Evoke Wealth Los Angeles, California	$67.8M	-$346K	21	2.74%	Reduced
1239	Allworth Financial Folsom, California	$67.8M	+$4.31M	30	0.86%	Increased
1240	Versor Investments New York	$67.6M	-$13.9M	10	4.02%	Reduced
1241	JTC Employer Solutions Trustee St Helier, Jersey	$67.6M	-$17.4M	11	11.22%	Reduced
1242	Southeast Asset Advisors Thomasville, Georgia	$67.3M	+$270K	5	11.45%	Increased
1243	Alerus Financial Grand Forks, North Dakota	$67.2M	-$7.43M	5	6.69%	Reduced
1244	Titan Global Capital Management USA New York	$67.2M	-$14.2M	3	19.25%	Reduced
1245	Choate Investment Advisors Boston, Massachusetts	$67.2M	+$1.77M	6	4.42%	Increased
1246	RWC Asset Advisors Miami, Florida	$67.1M	+$79.9M	1	6.68%	New
1247	Jefferies Group New York	$67M	+$39.1M	14	0.56%	Increased
1248	BCH Berkshire Capital Holdings San Jose, California	$67M	-$184K	9	26.92%	Reduced
1249	Eisler Capital (UK) London, United Kingdom	$67M	+$22.7M	5	3.36%	Increased
1250	Whetstone Capital Advisors Shawnee Mission, Kansas	$66.9M	-$325K	6	41.28%	Reduced